Nasdaq - Delayed Quote USD

JPMorgan Short Duration Bond A (OGLVX)

10.84
+0.01
+(0.09%)
At close: 8:04:26 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.71%
5y Average Return 1.95%
Number of Years Up 28
Number of Years Down 4
Best 1Y Total Return (May 12, 2025) 5.24%
Worst 1Y Total Return (May 12, 2025) --
Best 3Y Total Return 5.24%
Worst 3Y Total Return -0.06%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
OGLVX
Category
YTD
2.28%
0.44%
1-Month
0.74%
0.02%
3-Month
1.75%
0.56%
1-Year
6.84%
2.65%
3-Year
3.79%
3.38%
5-Year
2.11%
2.40%
10-Year
1.78%
2.01%
Last Bull Market
4.22%
2.63%
Last Bear Market
-0.95%
-0.33%

Annual Total Return (%) History

Year
OGLVX
Category
2025
--
--
2024
4.80%
--
2023
5.24%
--
2022
-3.95%
--
2021
-0.31%
--
2020
4.26%
3.81%
2019
4.00%
4.72%
2018
0.91%
0.92%

2017
0.51%
1.73%
2016
0.79%
2.08%
2015
0.17%
0.19%
2014
0.47%
1.07%
2013
-0.22%
0.45%
2012
1.41%
3.67%
2011
1.43%
1.66%
2010
2.80%
4.11%
2009
4.71%
9.30%
2008
3.39%
-4.23%
2007
5.80%
4.29%
2006
4.06%
4.05%
2005
1.61%
1.45%
2004
0.95%
1.63%
2003
2.12%
2.54%
2002
5.94%
5.47%
2001
7.80%
7.27%
2000
7.39%
7.59%
1999
2.79%
2.21%
1998
6.53%
6.27%
1997
5.91%
6.59%
1996
4.13%
4.56%
1995
11.57%
11.03%
1994
-0.66%
-0.65%
1993
6.60%
6.97%
1992
--
6.44%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.53% -- -- --
2024 0.65% 1.07% 2.96% 0.06%
2023 1.71% -0.20% 0.73% 2.93%
2022 -2.55% -0.95% -1.26% 0.77%
2021 0.23% 0.04% -0.02% -0.56%
2020 0.02% 3.10% 0.52% 0.57%
2019 1.34% 1.39% 0.76% 0.44%
2018 -0.36% 0.16% 0.19% 0.91%
2017 0.31% 0.24% 0.24% -0.27%
2016 0.79% 0.61% -0.06% -0.54%

2015 0.50% -0.01% 0.20% -0.52%
2014 0.22% 0.28% -0.09% 0.07%
2013 0.02% -0.58% 0.22% 0.11%
2012 0.47% 0.26% 0.68% -0.01%
2011 0.16% 0.82% 0.17% 0.27%
2010 0.79% 0.95% 1.10% -0.06%
2009 1.11% 1.22% 1.75% 0.55%
2008 1.81% -0.33% -0.24% 2.13%
2007 1.31% 0.56% 1.95% 1.86%
2006 0.49% 0.69% 1.83% 0.99%
2005 -0.32% 1.02% 0.32% 0.59%
2004 0.90% -0.96% 1.03% -0.01%
2003 0.78% 0.86% 0.32% 0.14%
2002 0.29% 2.25% 2.35% 0.94%
2001 2.70% 1.15% 3.18% 0.57%
2000 1.20% 1.62% 2.12% 2.27%
1999 0.84% 0.26% 1.07% 0.60%
1998 1.52% 1.61% 3.03% 0.23%
1997 0.18% 2.58% 2.25% 0.79%
1996 -0.15% 0.67% 1.54% 2.03%
1995 3.52% 3.30% 1.57% 2.72%
1994 -0.99% -0.35% 0.72% -0.04%
1993 3.01% 1.60% 1.53% 0.32%
1992 3.37% 3.61% -0.38% --

Rank in Category (By Total Return)

YTD 48
1-Month 15
3-Month 41
1-Year 65
3-Year 61
5-Year 62

Load Adjusted Returns

1-Year 4.43%
3-Year 3.01%
5-Year 1.65%
10-Year 1.54%

Performance & Risk

YTD Return 1.71%
5y Average Return 1.95%
Rank in Category (ytd) 48
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.27
Morningstar Risk Rating

Fund Overview

Category Short-Term Bond
Fund Family JPMorgan
Net Assets 10.76B
YTD Return 2.28%
Yield 3.88%
Morningstar Rating
Inception Date Feb 22, 2005

Fund Summary

Under normal circumstances, the fund invests at least 80% of its assets in bonds. It may principally invest in U.S. treasury obligations, U.S. government agency securities, corporate bonds, asset-backed securities, mortgage-backed securities, mortgage-related securities, and structured instruments. The effective average weighted maturity ordinarily will be three years or less.

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